Concorde Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
18,330
-74
| -0.4% | -$21.4K | 3.14% | 12 |
|
|
2025
Q1 | $5.56M | Buy |
18,404
+541
| +3% | +$163K | 3.06% | 14 |
|
|
2024
Q4 | $4.95M | Buy |
17,863
+74
| +0.4% | +$20.5K | 2.95% | 14 |
|
|
2024
Q3 | $5.15M | Buy |
17,789
+260
| +1% | +$75.2K | 3.03% | 13 |
|
|
2024
Q2 | $4.49M | Buy |
17,529
+361
| +2% | +$92.4K | 2.95% | 12 |
|
|
2024
Q1 | $4.46M | Buy |
17,168
+115
| +0.7% | +$29.9K | 4.06% | 10 |
|
|
2023
Q4 | $3.87M | Buy |
17,053
+14,353
| +532% | +$3.26M | 2.65% | 16 |
|
|
2023
Q3 | $564K | Sell |
2,700
-14,348
| -84% | -$3M | 0.96% | 20 |
|
|
2023
Q2 | $3.3M | Sell |
17,048
-117
| -0.7% | -$22.6K | 2.16% | 23 |
|
|
2023
Q1 | $3.34M | Buy |
17,165
+5,433
| +46% | +$1.06M | 2.44% | 18 |
|
|
2022
Q4 | $2.14M | Hold |
11,732
| – | – | 1.45% | 33 |
|
|
2022
Q3 | $2.14M | Buy |
+11,732
| New | +$2.14M | 1.45% | 33 |
|